Part-Time Customer Service Representative
Customer Service Representatives are responsible for excellent customer service, attentiveness, information retention, strong communication, and organizational skills. CSRs must also have the ability to work in a fast-paced environment and under pressure, as needed, with a high degree of accuracy. Work is expected to be done according to established workflow, procedures, and regulations.
Division / Department: Deposit
Location: Waterloo, IL – Wedge Branch
Reports to: Branch Manager
Level/Grade: Staff
Type of Position: Part-time
Hours per week: ≥30
Position Requirements
- Accept personal and/or commercial deposits, loan payments, cashing checks, and processing checking and savings withdrawals
- Record night and mail deposits
- Provide products including Personal Money Orders, Cashier’s Checks, and Bank Drafts
- Process credit card/unemployment card cash advances
- Prepare currency transaction reports and perform other BSA-related responsibilities
- Maintain an adequate cash drawer at all times, including buying and selling currency from the vault as necessary
- Balance cash drawer in accordance with State Bank procedures and regulations
- Answer customer inquiries and refer customers to the proper service area for issues that cannot be resolved at the teller line
- Assist customers in accessing safe deposit boxes
- Complete special requests such as closing accounts, taking check orders, providing special account statements, and performing customer-requested research
- Assist customers with access to their online banking accounts
- Balance the ATM when duty is assigned
- Promote the bank’s products and services
- Answer phones in a timely manner
- Run work through the Carlar machine
- Know when and what type of holds need to be applied (notify full-time CSR to pull form) and be able to explain holds to customers
- Prepare stop payments to checks/EFTs
- Sell state license plate renewal stickers
- Prepare teller area through light cleaning and stocking
- Maintain the highest level of confidentiality with all information obtained
- Comply with bank operations and security procedures by participating in dual-control functions
- Represent State Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers
- Follow BSA policies and procedures as applicable to job functions
- Perform other duties as assigned
Education Requirements
- High School Diploma or GED
- Previous teller experience preferred but not required
- Demonstrated analytical, decision-making, and effective problem-solving skills
- Must be competent in the use of personal computer systems, internet applications, electronic mail, and various Windows-based software applications
- Honor State Bank philosophies, policies, and expectations regarding core values, customer service, human resource policies, and code of conduct and ethics
- Demonstrate acceptable personal financial responsibility
Physical Requirements
- Reading and computer use is expected more than 50% of the time. Receiving detailed information verbally, in person, and by telephone is essential
- Physical and mental ability to perform the essential functions of the job as listed
- Able to regularly stand or sit for prolonged periods of time
- Able to verbally communicate effectively with others
- Regular attendance is necessary and essential to this position
This position will have no direct supervisory duties. This position reports directly to the Branch Manager.